+306.7%
TPR vs ENPH
+1,928.7%
-1,622.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.4% | +2.1% | -2.6% |
| 7D | -7.3% | +3.4% | -10.7% | -7.8% |
| 30D | -30.7% | -10.3% | -20.5% | -29.9% |
| 3M | -21.6% | -31.4% | +9.8% | -18.4% |
| 6M | -21.3% | -10.1% | -11.2% | -22.2% |
| YTD | -10.2% | +14.6% | -24.7% | -15.2% |
| 1Y | +9.5% | -3.2% | +12.7% | +5.2% |
| 3Y | +280.8% | -69.5% | +350.2% | +304.6% |
| 5Y | +218.7% | -77.2% | +295.9% | +237.4% |
| 10Y | +306.7% | +1,940.0% | -1,633.3% | +224.5% |
| All | +306.7% | +1,928.7% | -1,622.1% | +224.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling